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Coordinated Financial Services’s Schwab 1-5 Year Corporate Bond ETF SCHJ Stock Holding History

Coordinated Financial Services’s Portfolio SCHJ Stock Details SCHJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$912K Buy
36,893
+4,273
+13% +$106K 0.52% 54
2025
Q4 		$812K Buy
32,620
+5,482
+20% +$137K 0.47% 65
2025
Q3 		$677K Buy
27,138
+4,893
+22% +$121K 0.43% 72
2025
Q2 		$552K Sell
22,245
-793
-3% -$19.5K 0.38% 76
2025
Q1 		$568K Buy
23,038
+264
+1% +$6.47K 0.43% 68
2024
Q4 		$555K Buy
+22,774
New +$558K 0.43% 66
2024
Q2 		$281K Buy
11,640
+1,724
+17% +$41.4K 0.24% 101
2024
Q1 		$240K Buy
+9,916
New +$239K 0.21% 113

Other funds holding SCHJ

HIC
Hamrick Investment Counsel Seattle, Washington $180M AUM
HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
WWWM
White Wing Wealth Management The Wodlands, Texas $192M AUM 23.21% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SWA
Sightline Wealth Advisors Groton, Connecticut $236M AUM 12.89% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.21B AUM 21.86% 1-Year Est. Return
MWM
Meridian Wealth Management Lexington, Kentucky $2.85B AUM 31.23% 1-Year Est. Return

Coordinated Financial Services's SCHJ Position: Q1 2026 in Review

Coordinated Financial Services increased its Schwab 1-5 Year Corporate Bond ETF (SCHJ) stake by 13% in Q1 2026, buying an estimated $106K and bringing the position to 36,893 shares worth $912K. The position accounts for 0.52% of the portfolio, ranked #54.

Coordinated Financial Services first reported a position in SCHJ in Q1 2024 and has held it in 8 quarters since. 125 funds tracked by Wall St. Rank hold SCHJ as of Q1 2026.

  • Coordinated Financial Services held 36,893 shares of Schwab 1-5 Year Corporate Bond ETF worth $912K as of Q1 2026.
  • Coordinated Financial Services bought 4,273 Schwab 1-5 Year Corporate Bond ETF shares in Q1 2026, an estimated $106K.
  • Schwab 1-5 Year Corporate Bond ETF made up 0.52% of Coordinated Financial Services's portfolio in Q1 2026, its #54 holding.
  • Coordinated Financial Services first reported a position in Schwab 1-5 Year Corporate Bond ETF in Q1 2024 and has held it in 8 quarters since.
  • 125 funds tracked by Wall St. Rank held Schwab 1-5 Year Corporate Bond ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.